Clearstead Advisors, LLC Incresed Positions in Q3 2025

Clearstead Advisors, LLC

  • $7.4 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
W
Wayfair Inc.

Consumer Cyclical
252
+ 24.49%
$51.99 - $90.17 $13.1K - $22.7K
1.28K $114K
BLD
Top Build Corp

Industrials
146
+ 231.75%
$343.19 - $443.31 $50.1K - $64.7K
209 $81K
JBBB
Janus Detroit Str Tr Henderson

ETFs
1.26K
+ 23.92%
$48.04 - $48.61 $60.6K - $61.3K
6.54K $314K
XAR
Spdr S&P Aerospace & Defense E

ETFs
1
+ 0.04%
$205.52 - $234.96 $206 - $235
2.51K $588K
MGM
Mgm Resorts International

Consumer Cyclical
1.71K
+ 973.86%
$34.18 - $39.77 $58.6K - $68.2K
1.89K $65K
MRVL
Marvell Technology, Inc.

Technology
44
+ 0.54%
$62.31 - $84.07 $2.74K - $3.7K
8.26K $694K
UCTT
Ultra Clean Holdings, Inc.

Technology
27
+ 0.22%
$21.63 - $29.38 $584 - $793
12.3K $334K
DDOG
Datadog, Inc.

Technology
355
+ 40.99%
$124.52 - $155.15 $44.2K - $55.1K
1.22K $173K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.05K
+ 4.24%
$25.24 - $25.56 $51.8K - $52.4K
50.5K $1.29M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1.04K
+ 6.17%
$47.76 - $48.46 $49.8K - $50.5K
17.9K $864K
GVI
Ishares Tr

ETFs
494
+ 11.97%
$105.8 - $107.81 $52.3K - $53.3K
4.62K $496K
NTRA
Natera, Inc.

Healthcare
384
+ 52.1%
$133.66 - $181.11 $51.3K - $69.5K
1.12K $180K
NUE
Nucor Corp

Basic Materials
56
+ 0.69%
$133.3 - $150.33 $7.46K - $8.42K
8.2K $1.11M
ORI
Old Republic International Corp

Financial Services
608
+ 8.22%
$35.74 - $42.47 $21.7K - $25.8K
8.01K $340K
TFSL
Tfs Financial Corp

Financial Services
384
+ 0.18%
$12.61 - $14.23 $4.84K - $5.46K
220K $2.89M
SAM
Boston Beer CO Inc

Consumer Defensive
244
+ 259.57%
$191.38 - $226.97 $46.7K - $55.4K
338 $71K
CMA
Comerica Inc

Financial Services
19
+ 0.32%
$60.93 - $71.05 $1.16K - $1.35K
5.92K $405K
HAS
Hasbro, Inc.

Consumer Cyclical
571
+ 10.48%
$73.92 - $81.85 $42.2K - $46.7K
6.02K $456K
NFG
National Fuel Gas CO

Energy
558
+ 184.77%
$82.19 - $93.72 $45.9K - $52.3K
860 $79K
PHM
Pultegroup Inc

Consumer Cyclical
10
+ 0.51%
$108.0 - $141.42 $1.08K - $1.41K
1.97K $260K
BAH
Booz Allen Hamilton Holding Corp

Industrials
658
+ 23.79%
$97.53 - $115.95 $64.2K - $76.3K
3.42K $342K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
472
+ 9.09%
$64.58 - $69.94 $30.5K - $33K
5.66K $392K
BRO
Brown & Brown, Inc.

Financial Services
585
+ 319.67%
$90.88 - $108.93 $53.2K - $63.7K
768 $72K
NNN
National Retail Properties, Inc.

Real Estate
1.24K
+ 76.77%
$40.68 - $44.1 $50.3K - $54.5K
2.85K $121K
NYT
New York Times CO

Communication Services
867
+ 60.04%
$51.43 - $61.95 $44.6K - $53.7K
2.31K $132K
AWI
Armstrong World Industries Inc

Industrials
110
+ 12.2%
$163.99 - $199.13 $18K - $21.9K
1.01K $198K
HDV
Ishares Core High Dividend ETF

ETFs
181
+ 3.12%
$118.16 - $123.66 $21.4K - $22.4K
5.99K $732K
COF
Capital One Financial Corp

Financial Services
248
+ 1.66%
$207.29 - $229.74 $51.4K - $57K
15.2K $3.24M
CCK
Crown Holdings Inc

Consumer Cyclical
610
+ 40.45%
$92.19 - $108.12 $56.2K - $66K
2.12K $204K
TMUS
T Mobile Us, Inc.

Communication Services
186
+ 4.29%
$226.02 - $259.01 $42K - $48.2K
4.52K $1.08M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
142
+ 284.0%
$275.84 - $326.36 $39.2K - $46.3K
192 $62K
INGR
Ingredion Inc

Consumer Defensive
634
+ 29.28%
$121.01 - $138.21 $76.7K - $87.6K
2.8K $341K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
428
+ 389.09%
$105.03 - $112.54 $45K - $48.2K
538 $59K
VTR
Ventas, Inc.

Real Estate
606
+ 68.17%
$62.76 - $69.99 $38K - $42.4K
1.5K $104K
TSN
Tyson Foods, Inc.

Consumer Defensive
872
+ 140.65%
$52.3 - $57.69 $45.6K - $50.3K
1.49K $81K
SBUX
Starbucks Corp

Consumer Cyclical
2.54K
+ 10.55%
$81.9 - $96.86 $208K - $246K
26.6K $2.25M
ARW
Arrow Electronics Inc

Technology
428
+ 48.97%
$114.66 - $133.24 $49.1K - $57K
1.3K $157K
ZION
Zions Bancorporation, National Association

Financial Services
92
+ 1.07%
$51.2 - $59.15 $4.71K - $5.44K
8.68K $491K
SPYG
Spdr Portfolio

ETFs
351
+ 36.3%
$94.33 - $105.31 $33.1K - $37K
1.32K $137K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
156
+ 3.3%
$109.55 - $124.15 $17.1K - $19.4K
4.89K $572K
UTHR
United Therapeutics Corp

Healthcare
23
+ 8.95%
$274.7 - $438.75 $6.32K - $10.1K
280 $117K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
119
+ 0.57%
$31.31 - $34.54 $3.73K - $4.11K
21.1K $711K
AME
Ametek Inc

Industrials
20
+ 0.36%
$176.44 - $192.03 $3.53K - $3.84K
5.63K $1.06M
BKH
Black Hills Corp

Utilities
699
+ 884.81%
$55.87 - $61.62 $39.1K - $43.1K
778 $47K
HYG
Ishares Tr

ETFs
426
+ 3.15%
$79.85 - $81.32 $34K - $34.6K
14K $1.13M
SON
Sonoco Products CO

Consumer Cyclical
965
+ 258.71%
$42.77 - $48.68 $41.3K - $47K
1.34K $57K
ARMK
Aramark

Industrials
1.09K
+ 241.81%
$37.46 - $44.15 $40.9K - $48.3K
1.55K $59K
EW
Edwards Lifesciences Corp

Healthcare
561
+ 10.51%
$73.75 - $81.83 $41.4K - $45.9K
5.9K $458K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
501
+ 42.24%
$70.85 - $76.96 $35.5K - $38.6K
1.69K $128K
Activity Summary
Buys All Purchases 1723 New Holdings 559 Increased Positions 1164 Sells All Sells 863 Reductions 863 Sold out 0 Options Calls 5 Puts 2
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